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S&P Global

1,499 hedge funds and large institutions have $87.4B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 558 increasing their positions, 611 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 85.15%86.88% (+1.7%)

9% less repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 611

4% less funds holding

Funds holding: 1,5561,499 (-57)

12% less capital invested

Capital invested by funds: $99.2B → $87.4B (-$11.8B)

20% less funds holding in top 10

Funds holding in top 10: 7459 (-15)

25% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 131

34% less call options, than puts

Call options by funds: $575M | Put options by funds: $874M

Holders
1,499
Holders Change
-57
Holders Change %
-3.66%
% of All Funds
25.82%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
558
Reduced
611
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
826
River Wealth Advisors
Pennsylvania
$1.13M -$37.6K -105 -3%
BRWA
827
B. Riley Wealth Advisors
Florida
$1.13M +$216K +603 +20%
TAM
828
Tealwood Asset Management
Minnesota
$1.12M +$716 +2 +0.1%
LWAM
829
Legacy Wealth Asset Management
Minnesota
$1.12M +$468K +1,309 +56%
MNBTD
830
Moody National Bank Trust Division
Texas
$1.11M -$36.1K -101 -3%
NFG
831
Nations Financial Group
Iowa
$1.11M +$14K +39 +1%
CP
832
CenterBook Partners
Connecticut
$1.11M +$44K +123 +4%
GIA
833
Guyasuta Investment Advisors
Pennsylvania
$1.1M -$5.37K -15 -0.4%
CAM
834
Congress Asset Management
Massachusetts
$1.08M -$20.1M -56,078 -94%
BEI
835
Benjamin Edwards Inc
Missouri
$1.08M -$3.94K -11 -0.3%
KF
836
Krilogy Financial
Missouri
$1.08M +$8.23K +23 +0.7%
SICM
837
Sustainable Insight Capital Management
New York
$1.07M -$514K -1,437 -29%
BWP
838
Baldwin Wealth Partners
Massachusetts
$1.07M -$17.9K -50 -1%
BS
839
Boenning & Scattergood
Pennsylvania
$1.07M +$1.25M +3,504 New
WC
840
Woodstock Corp
Massachusetts
$1.04M -$1.07K -3 -0.1%
LGF
841
LGT Group Foundation
Liechtenstein
$1.04M -$2.63M -7,338 -68%
WFA
842
Wipfli Financial Advisors
Wisconsin
$1.04M +$1.22M +3,408 New
RMDI
843
R.M. Davis Inc
Maine
$1.04M +$1.21M +3,393 New
BJL
844
Brighton Jones LLC
Washington
$1.03M +$36.9K +103 +3%
DAS
845
Dynamic Advisor Solutions
Arizona
$1.02M +$104K +290 +10%
QCG
846
Quadrant Capital Group
Ohio
$1.02M +$142K +398 +14%
BP
847
Ballentine Partners
Massachusetts
$1M +$301K +840 +34%
FMAEN1
848
Fund Management at Engine No 1
California
$1M -$82.3K -230 -7%
DL
849
DOHJ LLC
Washington
$997K +$116K +324 +11%
RVPG
850
Relative Value Partners Group
$997K +$1.17M +3,266 New

SPGI Hedge Fund Activity: Q3 2022 in Review

1,499 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2022, worth a combined $87.4B — down 12% from $99.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of SPGI and 98 opened new positions — a net loss of 33 holders — while 611 trimmed existing stakes and 558 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $831M. The largest seller was Capital World Investors, cutting an estimated $726M.

  • 1,499 institutional investors held S&P Global (SPGI) as of Q3 2022, down from 1,556 in Q2 2022.
  • Funds reported $87.4B of S&P Global stock for Q3 2022, down 12% quarter-over-quarter.
  • 98 funds opened new S&P Global positions in Q3 2022 and 131 closed out, a net change of -33 holders.
  • The largest S&P Global buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $831M added.
  • The largest S&P Global seller in Q3 2022 was Capital World Investors, an estimated $726M sold.

Based on aggregated 13F filings for Q3 2022.